01-08-20: Survey: 70% of American Investors Wish They Had Handled Money Differently In 2019
InvestTalk
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
4.4 • 1.5K Ratings
🗓️ 9 January 2020
⏱️ 46 minutes
🧾️ Download transcript
Summary
Deciding how much to invest is a highly individualized process that depends on personal goals and risk tolerance.
Today's Stocks & Topics: IDLV - Invesco S&P International Developed Low Volatility ETF, MOS - Mosaic Co., NTR - Nutrien Ltd., After Hours Trading, Is the Market Overvalue?, UN - Unilever N.V. ADR, HBI - Hanesbrands Inc., Tight Labor Market.
TRIVIA QUESTION: "How did the markets react following the Japanese attack on Pearl Harbor in December of 1941--- and after President Kennedy's assassination in 1963?"
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| 0:00.0 | This podcast is produced by KPP Financial, Steve Peasley President, |
| 0:10.3 | KPP Financial, Independent Thinking, shared success. |
| 0:15.0 | And now today's podcast. |
| 0:17.0 | Good afternoon everybody and welcome to Invest Talk it is Wednesday January 8th |
| 0:25.2 | 2020 we've all seen the latest Mid East news the markets have reacted and |
| 0:31.3 | pretty interesting isn't it? Now the |
| 0:35.2 | before they opened in the in the |
| 0:37.9 | pre-opening hours the market was down pretty big but by the time the market opened it was fine didn't even care it wasn't even |
| 0:45.6 | an event very interesting that Iran missile launches as far as I'm saying |
| 0:52.4 | interesting as to what the market reacted to it. |
| 0:55.8 | I'm going to have more in that in a minute. |
| 0:57.8 | Moving forward, serious investors may want to ask themselves whether they are confident about their portfolio and is it |
| 1:04.4 | imbalances or do they need to rebalance you always at the end of the year the |
| 1:08.2 | begin the year that's when you start to take a look and see if you need to |
| 1:11.3 | rebalance your portfolio for the upcoming year. |
| 1:14.4 | You may want to get more aggressive, less aggressive, I don't know, it's up to you, but you also need to have a good balance of your portfolio. |
| 1:22.1 | You want to optimize your growth, your... of your |
| 1:25.0 | balance, you want to optimize your growth, your risks, you want to control the risks, |
| 1:28.0 | understand the risks. |
| 1:29.0 | Remember, this is your financial future you're talking about, |
| 1:32.0 | your own personal money. |
| 1:34.0 | So it's interesting to how much people regret what they did in 2019. |
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